Trademark Financial Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trademark Financial Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10M	Buy	113,887 +15,802	+16%	+$1.35M	4.1%	7
2026 Q1	$7.51M	Buy	98,085 +12,393	+14%	+$991K	3.68%	6
2025 Q4	$6.87M	Buy	85,692 +33,663	+65%	+$2.68M	3.78%	7
2025 Q3	$4.08M	Buy	52,029 +4,036	+8%	+$304K	2.37%	13
2025 Q2	$3.49M	Buy	47,993 +11,691	+32%	+$786K	2.13%	14
2025 Q1	$2.39M	Buy	36,302 +12,382	+52%	+$856K	1.82%	15
2024 Q4	$1.65M	Buy	+23,920	New	+$1.66M	1.31%	20

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Trademark Financial Management's SPYM Position: Q2 2026 in Review

Trademark Financial Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $1.35M and bringing the position to 113,887 shares worth $10M. The position accounts for 4.1% of the portfolio, ranked #7.

Trademark Financial Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Trademark Financial Management held 113,887 shares of State Street SPDR Portfolio S&P 500 ETF worth $10M as of Q2 2026.
Trademark Financial Management bought 15,802 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR Portfolio S&P 500 ETF made up 4.1% of Trademark Financial Management's portfolio in Q2 2026, its #7 holding.
Trademark Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.